A How-to Guide for Housing Master Planning
Date/Time: Tuesday, 10/24/2023, 1 pm EST
Duration: 1 hour
Facilitator: Dr. Matthew Kerch
Housing departments of any size struggle with identifying which areas to prioritize while developing long-term planning documents, deferred maintenance needs, and annual upkeep of residence halls. The presenter of this webinar has shared their strategies at state, regional, national, and international conferences and in publications. There is an increasing need to develop long-range housing planning documents at institutions. Based upon conversations with housing authorities, research on evidence-based practices, exploration of building components, and trial and error, a solid foundation of tools has been compiled that enhance the long-term planning processes. Over the course of the past ten years, several comprehensive housing master planning documents have been developed and enhanced by our presenter. During this time, the presenter has overseen and developed over $300,000,000 in construction and renovation work on their campus. These projects directly serve student living, learning, growth, and development. Strategies will be shared with participants that highlight how these projects were successful, due in large part to data-driven decision-making informing smart fiscal practices, strategic planning, and promoting the importance of living on campus. It is necessary to effectively plan for future needs, in order to ensure the continued success of residential system operations. Multiple steps go into the decision-making process when deciding which projects should be accelerated and which ones can be deferred for a later time. Evaluation of facilities, campus partnerships, and strategies for maximizing the lifecycle of buildings is essential and will be discussed further. Strategies for enrollment management and working with off-campus properties for overflow spaces will also be discussed. Attendees will be able to identify the changes that need to occur in residence halls and begin the planning process to achieve these goals. Always remember that your buildings are a reflection of your department and institution – So, what message are you sending?
Discuss the process of creating long range plans for housing department
- Master Planning
- Campus partners
- Overflow spaces in off campus properties/maximizing space
- Enrollment management techniques
How planning guides departmental goals and objectives
- How to use these documents explored today into your planning?
- What happens when you can’t control everything?
Housing phasing/planning strategies
- Used to determine when major renovation or construction work should occur
- How do these projects influence housing?
- How do you go about creating these tools?
- What campus partners are necessary to accomplish these goals?
- Attendees will be able to identify needs in their institution/department related to master planning, housing phasing, new construction, renovation, lifecycle planning, and strategic planning.
- Attendees will be able to identify needs after conducting assessments related to their facilities and departments.
- Attendees will be able to identify stakeholders and other entities that will need to be consulted in order to be successful in master planning, housing phasing, new construction, renovation, lifecycle planning, and strategic planning efforts on their campus.
- Attendees will learn techniques to manage housing inventory and create working documents to aid in long-term planning.
- Begin a Plan: Attendees will gain all knowledge and documents needed in order to begin to work on creating new documents so they will be able to, understand what building components need to be considered when discussing the life cycles of facilities, create a long-term life cycle data sheet consisting of building components, and housing phasing strategies specifically for their institution.
- We will provide participants with the PowerPoint from the webinar and the documents used to create a housing phasing strategy and 25-year lifecycle sheet.
Whoe should attend:
Mid-Level to Director of Housing/Residence Life Departments
Dr. Matthew Kerch has over 15 years managing residential facilities and operations and has presented at state, regional, national, and international conferences related to housing master planning. He has also facilitated workshops for select institutions, provided program reviews, consulting opportunities, and has published work focusing on housing master plan development.